Institutional Ownership Ishares Trishares 0 3 Mnth Tre (SGOV)
This table provides information about the institutional ownership of Ishares Trishares 0 3 Mnth Tre (SGOV). We have compiled data on the 759 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,350
shares
|
$235,963
0.03% of portfolio
|
Q4 2023
Added 4.44%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
2,339
shares
|
$234,858
0.06% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
2,328
shares
|
$233,754
0.06% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
2,293
shares
|
$230,240
0.08% of portfolio
|
Q4 2024
Reduced 48.59%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
2,272
shares
|
$228,131
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
2,266
shares
|
$227,529
0.01% of portfolio
|
Q3 2024
Reduced 99.11%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
2,265
shares
|
$227,428
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,235
shares
|
$224,416
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,229
shares
|
$223,813
0.05% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
2,178
shares
|
$218,692
0.09% of portfolio
|
Q4 2024
Reduced 21.51%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
2,175
shares
|
$218,391
0.03% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
2,168
shares
|
$217,688
0.0% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
2,166
shares
|
$217,488
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
2,156
shares
|
$216,483
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
2,150
shares
|
$215,881
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
2,128
shares
|
$213,672
0.04% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
2,092
shares
|
$210,057
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,088
shares
|
$209,656
0.14% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
2,070
shares
|
$207,848
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
2,070
shares
|
$207,848
0.03% of portfolio
|
Q4 2024
Reduced 35.75%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
2,057
shares
|
$206,543
0.1% of portfolio
|
Q1 2023
Reduced 49.17%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,046
shares
|
$205,438
0.11% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,030
shares
|
$203,832
0.02% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Spring Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,015
shares
|
$202,326
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
2,000
shares
|
$200,820
0.56% of portfolio
|
Q4 2024
New holding
|